Customer Coach-U

Threadneedle group; Minneapolis (MN); Hybrid; USD 51,000 - 76,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid time off

Job summary

Threadneedle group is seeking a Customer Coach to guide phone agents, review quality, and support ongoing training. You will mentor staff, handle escalations, and partner with training to optimize onboarding and competency assurance.

Role requires 3-5 years in a service center, strong communication, and the ability to influence performance without direct leadership authority. Hybrid, with multiple U.S. locations, base pay provided with benefits.

Qualifications

• Education: High school or GED.
• Experience: 3-5 years in a service call center or transaction processing.
• Strong written and spoken communication skills.
• Ability to research and resolve complex, high-priority service issues.

Responsibilities

• Coach phone agents via email, phone, and face-to-face interactions on policies and procedures.
• Lead quality review sessions and share results with agents and leaders.
• Support training, onboarding, and competency assurance for new hires.
• Handle escalations and educate employees on systems and processes.
• Collaborate on projects and initiatives and act as back-up resource as needed.

Skills

Coaching

Quality review

Communication

Mentoring

Customer service

Education

High school diploma

Tools

Call center systems

Job description

## Customer Coach-UApply: Hybrid: Minneapolis, Minnesota: Las Vegas, Nevada: Charlotte, North Carolina: Full time: Posted Today: End Date: October 19, 2026 (12 days left to apply): R26\\_3578**About Our Company**We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.**Job Description**Provide guidance and indirect leadership to phone agents on policies, procedures, and customer service skills. Perform quality review functions for the team and serve as the primary communications leader. Work with internal business partners to support training functions and be responsible for continuous process improvement, subject matter expertise, managing escalations, and miscellaneous support, as directed by the team leader. \\*May require working occasional evenings and weekends.**Key Responsibilities*** Coach phone agent performance via e-mail, phone, and face to face interactions regarding policies and procedures, systems knowledge, and customer service skills. Serve as a mentor to provide agents with feedback to improve their overall performance. Be responsible for field questions/escalations with in-bound calls and facilitate call-backs, as needed.* Perform quality review functions for the team, including real time and recorded call monitoring sessions and end to end error checking, reporting, and validation through the appropriate channels. Share quality results with phone agents and leader. Spend time walking the floor assisting customer professionals.* Partner with training to develop and publish to new employees information regarding training functions, including new hire onboarding, training design and delivery, competency assurance, and ongoing mentor.* Participate in business driven projects and initiatives.* Take a lead role in proactively reaching out to employees or relationship partners to educate them on systems and other processes. Serve as back-up resource to other customer service teams or team leader, as needed.**Required Qualifications*** Education: High school or GED.* Experience: 3-5 years of relevant experience.* Experience in a service call center or transaction processing.* Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.* Strong written and spoken communication skills.* Proven ability to research and resolve complex, high-priority service issues in a timely manner.* Ability to influence behavior and performance of others without having direct leadership accountability.**Preferred Qualifications*** Product-specific or financial services industry experience.* Experience with Ameriprise customer policies and procedures.* Strong understanding of Life Events processes and procedure.**Base Pay Salary**The base salary is $50,800-76,300 and maybe varyvary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.**Full-Time/Part-Time**Full time**Exempt/Non-Exempt**Non-Exempt**Job Family Group**Client Service**Line of Business**SERVD Service Delivery*Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.*